CALMWATER ASSET MANAGEMENT, LLC
Legal name: CALMWATER CAPITAL
CRD #282617 SEC #801-109004 EL SEGUNDO, CA 310-806-9770
SEC Registered Private Funds
Total AUM
$1.2B
Discretionary
$1.2B
Employees
13
Clients
--
Accounts
7
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 22, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLECHNER, MYLES, REID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLECHNER, MYLES, REID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLECHNER, MYLES, REID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLECHNER, MYLES, REID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLECHNER, MYLES, REID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLECHNER, MYLES, REID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLECHNER, MYLES, REID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLECHNER, MYLES, REID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHANG, DEAN, KAO | I | GENERAL COUNSEL | NA | Control |
| CHANG, DEAN, KAO | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | Control |
| CHANG, DEAN, KAO | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | Control |
| CHANG, DEAN, KAO | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | Control |
| CHANG, DEAN, KAO | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | Control |
| CHANG, DEAN, KAO | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | Control |
| CHANG, DEAN, KAO | I | PRINCIPAL/GENERAL COUNSEL | NA | Control |
| CHANG, DEAN, KAO | I | PRINCIPAL/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| CHANG, DEAN, KAO | I | PRINCIPAL/GENERAL COUNSEL | NA | Control |
| CHANG, DEAN, KAO | I | PRINCIPAL/GENERAL COUNSEL | NA | Control |
| CHANG, DEAN, KAO | I | PRINCIPAL/GENERAL COUNSEL | NA | Control |
| CHANG, DEAN, KAO | I | PRINCIPAL/GENERAL COUNSEL | NA | Control |
| CHANG, DEAN, KAO | I | PRINCIPAL/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| COHEN, DAVID, ANDREW | I | CHAIRMAN | NA | Control |
| COHEN, DAVID, ANDREW | I | CHAIRMAN | NA | Control |
| COHEN, DAVID, ANDREW | I | CHAIRMAN | NA | Control |
| COHEN, DAVID, ANDREW | I | CHAIRMAN | NA | Control |
| COHEN, DAVID, ANDREW | I | CHAIRMAN | NA | Control |
| COHEN, DAVID, ANDREW | I | CHAIRMAN | NA | Control |
| COHEN, DAVID, ANDREW | I | CHAIRMAN | NA | Control |
| COHEN, DAVID, ANDREW | I | CHAIRMAN | NA | Control |
| COHEN, DAVID, ANDREW | I | CHAIRMAN | NA | Control |
| COHEN, DAVID, ANDREW | I | CHAIRMAN | NA | Control |
| COHEN, DAVID, ANDREW | I | CHAIRMAN | NA | Control |
| COHEN, DAVID, ANDREW | I | CHAIRMAN | NA | Control |
| COHEN, DAVID, ANDREW | I | CHAIRMAN | NA | Control |
| COHEN, DAVID, ANDREW | I | CHAIRMAN | NA | Control |
| COHEN, DAVID, ANDREW | I | CHAIRMAN | NA | Control |
| COHEN, DAVID, ANDREW | I | CHAIRMAN | NA | Control |
| COHEN, DAVID, ANDREW | I | CHAIRMAN | NA | Control |
| COHEN, DAVID, ANDREW | I | CHAIRMAN | NA | Control |
| COHEN, DAVID, ANDREW | I | CHAIRMAN | NA | Control |
| COHEN, DAVID, ANDREW | I | CHAIRMAN | NA | Control |
| COHEN, DAVID, ANDREW | I | CHAIRMAN | NA | Control |
| DIBARTOLO, JOSEPH, MAURICE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DIBARTOLO, JOSEPH, MAURICE | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRANTHAM, LARRY, WILLIAM | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| GRANTHAM, LARRY, WILLIAM | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| GRANTHAM, LARRY, WILLIAM | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| GRANTHAM, LARRY, WILLIAM | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| GRANTHAM, LARRY, WILLIAM | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| GRANTHAM, LARRY, WILLIAM | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| GRANTHAM, LARRY, WILLIAM | I | MANAGING PRINCIPAL | NA | Control |
| GRANTHAM, LARRY, WILLIAM | I | MANAGING PRINCIPAL | NA | Control |
| GRANTHAM, LARRY, WILLIAM | I | MANAGING PRINCIPAL | NA | Control |
| GRANTHAM, LARRY, WILLIAM | I | MANAGING PRINCIPAL | NA | Control |
| GRANTHAM, LARRY, WILLIAM | I | MANAGING PRINCIPAL | NA | Control |
| GRANTHAM, LARRY, WILLIAM | I | MANAGING PRINCIPAL | NA | Control |
| MCDERMOTT, JOSEPH, DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDERMOTT, JOSEPH, DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| SATO, MARK, HIROICHI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SATO, MARK, HIROICHI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SATO, MARK, HIROICHI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SATO, MARK, HIROICHI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SATO, MARK, HIROICHI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SATO, MARK, HIROICHI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SATO, MARK, HIROICHI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHWAB, MATTHEW, BENJAMIN | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| TRAVERSI, DAVID, MATTHEW | I | CHIEF COMPLIANCE OFFICER & PRESIDENT | NA | Control |
| TRAVERSI, DAVID, MATTHEW | I | PRESIDENT | NA | Control |
| TRAVERSI, DAVID, MATTHEW | I | PRESIDENT | NA | Control |
| CAM HOLDINGS MANAGEMENT, LLC | DE | MEMBER | E | Control |
| CAM HOLDINGS MANAGEMENT, LLC | DE | MEMBER | E | Control |
| CAM HOLDINGS MANAGEMENT, LLC | DE | MEMBER | E | Control |
| CAM HOLDINGS MANAGEMENT, LLC | DE | MEMBER | E | Control |
| CAM HOLDINGS MANAGEMENT, LLC | DE | MEMBER | E | Control |
| CAM HOLDINGS MANAGEMENT, LLC | DE | MEMBER | E | Control |
| CAM HOLDINGS MANAGEMENT, LLC | DE | MEMBER | E | Control |
| CAM HOLDINGS MANAGEMENT, LLC | DE | MEMBER | E | Control |
| CAM HOLDINGS, LLC | DE | MEMBER | E | Control |
| CAM HOLDINGS, LLC | DE | MEMBER | E | Control |
| CAM HOLDINGS, LLC | DE | MEMBER | E | Control |
| CAM HOLDINGS, LLC | DE | MEMBER | E | Control |
| CAM HOLDINGS, LLC | DE | MEMBER | E | Control |
| CAM HOLDINGS, LLC | DE | MEMBER | E | Control |
| CAM HOLDINGS, LLC | DE | MEMBER | E | Control |
| CAM HOLDINGS, LLC | DE | MEMBER | E | Control |
| CAM HOLDINGS, LLC | DE | MEMBER | E | Control |
| CAM HOLDINGS, LLC | DE | MEMBER | E | Control |
| CAM HOLDINGS, LLC | DE | MEMBER | E | Control |
| CAM HOLDINGS, LLC | DE | MEMBER | E | Control |
| CAM HOLDINGS, LLC | DE | MEMBER | E | Control |
| CAM HOLDINGS, LLC | DE | MEMBER | E | Control |
| CAM HOLDINGS, LLC | DE | MEMBER | E | Control |
| GRANTHAM, LARRY, WILLIAM | I | MANAGING PRINCIPAL | B | Control |
| GRANTHAM, LARRY, WILLIAM | I | MANAGING PRINCIPAL | B | Control |
| GRANTHAM, LARRY, WILLIAM | I | MANAGING PRINCIPAL | B | Control |
| GRANTHAM, LARRY, WILLIAM | I | MANAGING PRINCIPAL | B | Control |
| GRANTHAM, LARRY, WILLIAM | I | MANAGING PRINCIPAL | B | Control |
| GRANTHAM, LARRY, WILLIAM | I | MANAGING PRINCIPAL | B | Control |
| GRANTHAM, LARRY, WILLIAM | I | MANAGING PRINCIPAL | B | Control |
| GRANTHAM, LARRY, WILLIAM | I | MANAGING PRINCIPAL | B | Control |
| TRAVERSI & COMPANY, LLC | DE | MEMBER | B | |
| TRAVERSI & COMPANY, LLC | DE | MEMBER | B | |
| TRAVERSI & COMPANY, LLC | DE | MEMBER | B | |
| CHANG, DEAN, KAO | I | PRINCIPAL/GENERAL COUNSEL | A | Control |
| CHANG, DEAN, KAO | I | PRINCIPAL/GENERAL COUNSEL | A | Control |
| CHANG, DEAN, KAO | I | PRINCIPAL/GENERAL COUNSEL | A | Control |
| CHANG, DEAN, KAO | I | PRINCIPAL/GENERAL COUNSEL | A | Control |
| CHANG, DEAN, KAO | I | PRINCIPAL/GENERAL COUNSEL | A | Control |
| CHANG, DEAN, KAO | I | PRINCIPAL/GENERAL COUNSEL | A | Control |
| CHANG, DEAN, KAO | I | PRINCIPAL/GENERAL COUNSEL | A | Control |
| CHANG, DEAN, KAO | I | PRINCIPAL/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| COHEN, DAVID, ANDREW | I | THE CHT TRUST | F | Control |
| COHEN, DAVID, ANDREW | I | THE CHT TRUST | F | Control |
| COHEN, DAVID, ANDREW | I | THE CHT TRUST | F | Control |
| COHEN, DAVID, ANDREW | I | THE CHT TRUST | F | Control |
| COHEN, DAVID, ANDREW | I | THE CHT TRUST | F | Control |
| COHEN, DAVID, ANDREW | I | THE CHT TRUST | F | Control |
| COHEN, DAVID, ANDREW | I | THE CHT TRUST | F | Control |
| COHEN, DAVID, ANDREW | I | THE CHT TRUST | F | Control |
| COHEN, DAVID, ANDREW | I | THE CHT TRUST | F | Control |
| COHEN, DAVID, ANDREW | I | THE CHT TRUST | F | Control |
| COHEN, DAVID, ANDREW | I | THE CHT TRUST | F | Control |
| COHEN, DAVID, ANDREW | I | THE CHT TRUST | F | Control |
| COHEN, DAVID, ANDREW | I | THE CHT TRUST | F | Control |
| COHEN, DAVID, ANDREW | I | THE CHT TRUST | F | Control |
| COHEN, DAVID, ANDREW | I | THE CHT TRUST | F | Control |
| COHEN, DAVID, ANDREW | I | THE CHT TRUST | F | Control |
| COHEN, DAVID, ANDREW | I | THE CHT TRUST | F | Control |
| COHEN, DAVID, ANDREW | I | THE CHT TRUST | F | Control |
| THE CHT TRUST | DE | CAM HOLDINGS, LLC | E | Control |
| THE CHT TRUST | DE | CAM HOLDINGS, LLC | E | Control |
| THE CHT TRUST | DE | CAM HOLDINGS, LLC | E | Control |
| THE CHT TRUST | DE | CAM HOLDINGS, LLC | E | Control |
| THE CHT TRUST | DE | CAM HOLDINGS, LLC | E | Control |
| THE CHT TRUST | DE | CAM HOLDINGS, LLC | E | Control |
| THE CHT TRUST | DE | CAM HOLDINGS, LLC | E | Control |
| THE CHT TRUST | DE | CAM HOLDINGS, LLC | E | Control |
| THE CHT TRUST | DE | CAM HOLDINGS, LLC | E | Control |
| THE CHT TRUST | DE | CAM HOLDINGS, LLC | E | Control |
| THE CHT TRUST | DE | CAM HOLDINGS, LLC | E | Control |
| THE CHT TRUST | DE | CAM HOLDINGS, LLC | E | Control |
| TRAVERSI, DAVID, MATTHEW | I | TRAVERSI & COMPANY | E | Control |
| TRAVERSI, DAVID, MATTHEW | I | TRAVERSI & COMPANY, LLC | E | Control |
| TRAVERSI, DAVID, MATTHEW | I | TRAVERSI & COMPANY, LLC | E | Control |
| THE CHT TRUST | DE | CAM HOLDINGS, LLC | D | Control |
| THE CHT TRUST | DE | CAM HOLDINGS, LLC | D | Control |
| THE CHT TRUST | DE | CAM HOLDINGS, LLC | D | Control |
| THE CHT TRUST | DE | CAM HOLDINGS MANAGEMENT, LLC | D | Control |
| THE CHT TRUST | DE | CAM HOLDINGS MANAGEMENT, LLC | D | Control |
| THE CHT TRUST | DE | CAM HOLDINGS MANAGEMENT, LLC | D | Control |
Registrations
Federal
IA
Dec 22, 2025 REGISTERED
Notice Filings (3)
CA CT NY
Address
507 S DOUGLAS ST, 2ND FLOOREL SEGUNDO, CA 90245
United States
Phone: 310-806-9770